At last a team of pensions consultants that have one aim - To make your life as an IFA easier!Mypensionsexpert.com has been put together specifically for IFA`s who need to spend more time bringing in new business and less time chasing up slow and inefficient pension administration organisations.
Service levels so fast you wont believe it!
Mypensionsexpert.com from Montpelier is 100% focussed on pension administration. Our team of experts will deal with your application from start to finish quicker than you can say credit crunch! Its an old cliché but time is money and that’s why our service level agreement to our registered IFA`s is one of the best in the industry.
Dont wait register for our online tools now!
Quite simply if you want to stay one step ahead of your competition, keep your existing clients happy and impress your potential client base then register now. It takes a few moments to complete the brief registration process and once approved you have access to our resource centre. Whether it’s a new case or you want to switch an existing case it really couldn’t be easier.
Pensions Resource Centre – All the information you need in one place!
Once registered download all the documentation you need, application forms, key features, fee schedules – it’s all there in one easy to reach place. You can also use our pensions drawdown illustration tool, which is great to use when you’re with a client, its real time online and available wherever you are!
To ensure a first class service to you our client, we have put major investment into a bespoke IT system to run our schemes.
Watch this space…in a few weeks time you will also be able to reap the benefits of online visibility of funds and bank accounts with our bespoke cutting edge funds supermarket application. This means you have all the information you need securely kept in one place. You will receive regular email updates about the tools and services available to our registered users.
Need to speak to a pensions expert?
With mypensionsexpert.com technical consultants around the country, you can call on us to sit in on client meetings where we can guide you through the more complex cases. Why wait contact us now.